Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESURGENT FINANCIAL ADVISORS LLC | 02-09-2024 | 12-31-2023 | 499 | 162,865,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EAFE | 51 | $799,317 | 11,362 | 0.00 | 0.00 | 7,521 | 195.81 | 12-31-2023 |
| UNION PAC CORP | COM | 52 | $786,230 | 3,201 | 0.00 | 0.00 | -308 | -8.78 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 53 | $781,078 | 4,634 | 0.00 | 0.00 | -1,599 | -25.65 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 54 | $777,735 | 10,356 | 0.00 | 0.00 | 7,069 | 215.06 | 12-31-2023 |
